Patrick Keller is a financial advisor at Elevation Point Wealth Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Elevation Point in 2026, he worked at Inscription Capital LLC, Truist Bank, and BBVA in various advisory and wealth management roles. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios with tactical asset allocation, including access to liquid alternatives and private-market opportunities.

Andrew Keller is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 license and 23 years of industry experience. His prior roles include positions at LPL Financial, Intrua Advisory Group, Inscription Capital, and PKS Investments. Keller serves as a board member of the Trotter YMCA, a nonprofit organization. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities, using model portfolios with tactical asset allocation across various investment vehicles and incorporates insurance distribution and annuity servicing within its advisory services.